Oak Thistle LLC’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,413
| Closed | -$644K | – | 625 |
|
|
2025
Q1 | $644K | Sell |
5,413
-5,989
| -53% | -$712K | 0.13% | 259 |
|
|
2024
Q4 | $1.23M | Buy |
11,402
+7,833
| +219% | +$843K | 0.36% | 88 |
|
|
2024
Q3 | $418K | Sell |
3,569
-1,399
| -28% | -$164K | 0.14% | 280 |
|
|
2024
Q2 | $572K | Buy |
+4,968
| New | +$572K | 0.42% | 85 |
|
|
2024
Q1 | – | Sell |
-6,620
| Closed | -$662K | – | 543 |
|
|
2023
Q4 | $662K | Buy |
+6,620
| New | +$662K | 0.19% | 221 |
|
|
2023
Q2 | – | Sell |
-1,891
| Closed | -$207K | – | 563 |
|
|
2023
Q1 | $207K | Buy |
+1,891
| New | +$207K | 0.12% | 339 |
|
|
2022
Q2 | – | Sell |
-3,189
| Closed | -$263K | – | 437 |
|
|
2022
Q1 | $263K | Sell |
3,189
-1,938
| -38% | -$160K | 0.14% | 292 |
|
|
2021
Q4 | $314K | Buy |
+5,127
| New | +$314K | 0.24% | 186 |
|